Greenwood Investors LLC

RIASEC RegisteredEst. 2018

Total AUM

$180M

Discretionary

$176M

98% of AUM

Avg account

$4.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 155088
Registered since: April 27, 2018
Website: www.gwinvestors.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles93.52%
HNWI2.92%
Corporations / Businesses1.37%
Individuals1.26%
Other0.93%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Greenwood Investors LLC is an SEC-registered limited liability company that operates as a hedge-fund-style adviser. Registered in 2018 and owned by an individual, the firm serves both high-net-worth individuals and family clients as well as institutional investors. Its advisory work spans direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and discretionary portfolio services for businesses or institutions. Fee arrangements include asset-based charges plus performance-linked fees and other fee structures. The firm is not positioned as a capital allocator and does not report active ESG investing.